Charles B. is an Associate at PineBridge Investments, focusing on leveraged loans since May 2025. Prior to this role, Charles worked at ThinkEquity LLC in Institutional Equity Sales, where responsibilities included selling IPOs and managing client relationships, while holding FINRA Series 7 and Series 63 licenses. Charles has extensive experience at Delta Capita, starting as an Analyst II specializing in KYC/AML reporting and advancing to Senior Analyst and Associate, leading a team in Post Trade Services at a Tier 1 bank. Earlier experience includes a Fitness Coach position at the YMCA of the USA and a summer internship at PGi, where Charles assisted with geothermal installations. Charles holds a Bachelor of Arts degree in Political Science and Government, along with a minor in Philosophy from Providence College.
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